VisionPoint Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

VisionPoint Advisory Group’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$546K	Buy	15,204 +227	+2%	+$7.96K	0.09%	225
2026 Q2	$507K	Buy	14,977 +4,434	+42%	+$147K	0.08%	257
2026 Q1	$307K	Buy	10,543 +404	+4%	+$12.6K	0.06%	331
2025 Q4	$331K	Sell	10,139 -190	-2%	-$6.18K	0.06%	282
2025 Q3	$330K	Sell	10,329 -13	-0.1%	-$396	0.07%	283
2025 Q2	$302K	Buy	10,342 +779	+8%	+$20.6K	0.07%	270
2025 Q1	$239K	Buy	9,563 +5,072	+113%	+$139K	0.08%	184
2024 Q4	$125K	Buy	4,491 +287	+7%	+$7.85K	0.04%	219
2024 Q3	$109K	Buy	4,204 +1,360	+48%	+$34.2K	0.04%	217
2024 Q2	$71.7K	Buy	2,844 +2,532	+812%	+$59.7K	0.03%	236
2024 Q1	$7.23K	Buy	312 +292	+1,460%	+$6.46K	﹤0.01%	493
2023 Q4	$415	Buy	+20	New	+$387	﹤0.01%	687

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

VisionPoint Advisory Group's SCHG Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q3 2026, buying an estimated $7.96K and bringing the position to 15,204 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #225.

VisionPoint Advisory Group first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 561 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

VisionPoint Advisory Group held 15,204 shares of Schwab US Large-Cap Growth ETF worth $546K as of Q3 2026.
VisionPoint Advisory Group bought 227 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $7.96K.
Schwab US Large-Cap Growth ETF made up 0.09% of VisionPoint Advisory Group's portfolio in Q3 2026, its #225 holding.
VisionPoint Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
561 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.